Mike Dano at Light Reading reports that Comcast and Charter, who represent the strong majority of US cable, have extended their MVNO with Verizon to 5G. Both companies have been asserting they will build their own substantial networks. One top cable exec, in private, has told me, "We will be huge in wireless."

Neither company will say whether they are reducing their plans for an independent network build. It's possible the companies will use Verizon out of territory while building in territory.  

Both companies have a great deal of fiber and physical access to poles and manholes. Their home Wi-Fi can absorb much of the traffic. They can add radios for remarkably little. Everyone in cable thought their cost would be so low that adding wireless networks of their own would be very profitable.

Cable technology is in turmoil.

In August,  Jeff Baumgartner broke the story that Cisco put full duplex DOCSIS on hold because customers like Comcast refused to commit to buying it. Cablecos continue to explore extending the spectrum used to 1.8 GHz rather than introducing the new full duplex technology. Some believe building fiber to the home will prove less expensive in the long run.

Mike has been breaking so many stories he's embarrassing all other tech/telecom reporters. The New York Times and the Washington Post desperately need to find a reporter who can keep up with Mike and Karl Bode.

 

 

dave ask

Newsfeed

Vivo is selling new the iQOO 5G premium quality phone for US$536.

Lei Jun Xiaomi "5G to have explosive growth starting from Q2 2020"5G to have explosive growth starting from Q2 2020" I say sooner

Verizon CEO Ronan Dunne: >1/2 VZ 5G "will approximate to a good 4G service" Midband in "low hundreds" Mbps

CFO John Stephens says AT&T is going to cut capex soon.

Bharti in India has lost 45M customers who did not want to pay the minimum USS2/month. It's shutting down 3G to free some spectrum for 4G. It is cutting capex, dangerous when the 12 gigabytes/month of use continues to rise.

Huawei in 16 days sold 1,000,000 5G Mate 20s.  

China has over 50,000 upgraded base stations and may have more than 200,000 by yearend 2019. The growth is astonishing and about to accelerate. China will have more 5G than North America and Europe combined for several years.

5G phone prices are down to $580 in China from Oppo. Headed under $300 in 2020 and driving demand.

No one believed me when I wrote in May, 90% of Huawei U.S. purchases can be rapidly replaced and that Huawei would survive and thrive. Financial results are in, with 23% growth and increased phone sales. It is spending $17B on research in 2019, up > 10%. 

5G phones spotted from Sharp and Sony

NTT DOCOMO will begin "pre-commercial service Sept 20 with over 100 live bases. Officially, the commercial start is 2020.

 More newsfeed

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Welcome  1,800,000 Koreans bought 5G in the first four months. The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80+% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.